Matt Geiger: Keep Some Powder Dry for the Next Opportunities in Gold and Uranium

Collin welcomes back friend and MJG Capital Fund manager Matt Geiger to the show. Matt is cautious about this market and expects a re-test of the mid-March lows. The Feds unprecedented action is an unknown variable that has to be considered. Investors should hold enough cash in case of another market sell-off.

You want to be extremely selective with which companies you invest. A lot of demand destruction is currently occurring as a result of unemployment and reduced consumption. Uranium and Gold are the two most obvious places to be in this market, and demand for both is holding up. The world wants Gold as a safe-haven, and we still need energy. Nuclear reactors are not shutdown quickly or easily, and most utilities are reluctant to take that action.

Matt discusses what he likes and looks for in the royalty and streaming business and private placement opportunities.

Time Stamp References:

Talking Points From This Episode
• Likely more turbulence ahead.
• Gold and uranium are performing well.
• He remains cautious about silver for now.
• Royalty and streaming.

Mr. Geiger is Managing Partner at MJG Capital, a limited partnership specializing in natural resource investments. The partnership is long-only and holds a concentrated portfolio of resource equities. Investments include explorers, developers, and producers of precious metals, energy metals, industrial metals, and ag minerals. Matt is a graduate of the Wharton School at the University of Pennsylvania and previously founded a venture-backed technology company most recently valued at $150m.

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